Assistant Vice President, Financial Planning & Analysis

The Company is seeking an Assistant Vice President of Financial Planning & Analysis to support budgeting, forecasting, expense management, and financial reporting. Responsibilities include preparing analyses and presentations for leadership, monitoring expenses against budgets and forecasts, investigating variances, and providing insights to business partners. The role also manages monthly shared-services cost allocations, validates operational metrics used in allocation models, and supports the annual budget and year-end compensation review processes. Candidates must have a bachelor’s degree and 4–8 years of experience in FP&A, corporate finance, or financial analysis, preferably supporting corporate functions in financial services. Strong budgeting, forecasting, and expense-management experience is required, along with the ability to prepare financial materials for senior management. Experience with Tableau or similar visualization tools, as well as automation, AI tools, or process improvement initiatives, is also sought.